93 FINANCIAL GROUP, LLC
Firm details
- Headquarters
- WOBURN, Massachusetts
- CRD number
- 144235
- Registered since
- May 31, 2013
- Website
- www.93fg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.68%
- Individuals42.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
93 Financial Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm focuses on individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. It also functions as an insurance broker. Its fee model is a percentage-of-AUM advisory fee. The firm is not flagged as an active ESG investor, does not serve as a capital allocator to external private managers, and does not describe pension-consulting or multi-state advisory activity in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JOHN WELCH
Chief Compliance OfficerCRD 4142068
Contacts
3 of 4PAUL WELCH
PrincipalCRD 2327685
JAMES WELCH
Investment Adviser RepresentativeCRD 4615463
DAVID BAKER
AdvisorCRD 4119803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$242M in ETFs
100%
$242M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $65.7M | 599,199 | 27.16% |
Location
WOBURN, MA
MIDDLESEX
Location
WOBURN, MA
Headquartered in WOBURN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 600 Unicorn Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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